WL

WIT LLC Portfolio holdings

AUM $4.03B
1-Year Est. Return 11.21%
This Quarter Est. Return
1 Year Est. Return
+11.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.32B
AUM Growth
+$3.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$4.97M
3
+$1.71M

Top Sells

1
+$71M
2
+$15M
3
+$4.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.33M

Sector Composition

1 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.46B 43.83%
33,253
+599
2
$976M 29.38%
18,224
-79
3
$231M 6.96%
4,679
-27
4
$130M 3.91%
259
5
$122M 3.67%
1,166
-679
6
$107M 3.21%
923
+43
7
$70.7M 2.13%
922
-195
8
$58M 1.75%
1,728
-146
9
$55.7M 1.68%
711
10
$45.8M 1.38%
210
11
$43.5M 1.31%
581
12
$17.6M 0.53%
412
13
$5.15M 0.16%
89
14
$3.85M 0.12%
36
+16
15
– –
-462